James Whitworth

Leavell Investment Management, Inc.

Assets Managed

$2.439B

Holdings

603

Last Quarter

2026 - Q1

Filed Date

10d ago

Growth Rate

1.46%(2Q avg: 1.4%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Leavell Investment Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 603 positions.

Assets under management

The assets under management (AUM) of Leavell Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.439B in assets, with a quarterly growth rate of 1.46% and a 2-quarter average growth rate of 1.4%. The portfolio is managed by James Whitworth, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Decreased -1.32%	6.35%	$154.8M 887,565 shares@ $174.42 avg price	Decreased -1.32%
MGC Vanguard Mega Cap Etf Recent Activity Increased 0.76%	4.89%	$119.201M 504,340 shares@ $236.36 avg price	Increased 0.76%
AAPL Apple Inc Recent Activity Increased 1.51%	2.52%	$61.24M 241,303 shares@ $253.8 avg price	Increased 1.51%
VO Vanguard Mid-cap Etf Recent Activity Increased 0.74%	2.28%	$55.541M 193,401 shares@ $287.19 avg price	Increased 0.74%
MGK Vanguard Mega Cap Growth Etf Recent Activity Increased 3.16%	1.91%	$46.408M 126,300 shares@ $367.45 avg price	Increased 3.16%
VOO Vanguard S&p 500 Etf Recent Activity Increased 5.46%	1.67%	$40.575M 67,902 shares@ $597.56 avg price	Increased 5.46%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 4%	1.53%	$37.309M 582,227 shares@ $64.09 avg price	Increased 4%
FNDF Schwab Fndmn Intl Lrg Co Etf Recent Activity Increased 4.61%	1.48%	$35.919M 734,098 shares@ $48.94 avg price	Increased 4.61%
SCHO Schwab Short-term Us Treas Recent Activity Increased 6.19%	1.36%	$33.114M 1.364M shares@ $24.28 avg price	Increased 6.19%
VV Vanguard Large-cap Etf Recent Activity Increased 5.71%	1.35%	$32.884M 110,036 shares@ $298.85 avg price	Increased 5.71%

1-10 of 603